by Nicholas Rossolillo | May 31, 2024 | AI, data center, Semiconductor Industry, stocks
This post is taken from our show notes. A full list of these are available to our Semiconductor Insider membership via our Ko-Fi shop. Enjoy! Nvidia’s (NASDAQ:NVDA) accelerated computing data center boom has created a stir. More electricity is needed to operate... 
by Nicholas Rossolillo | May 25, 2024 | AI, data center, stocks
We realize that we need to be better about sharing content on our blog. And so, what better place to pick up the slack than with one of our top buys for 2024, PureStorage, which seems to be catching a fresh tailwind as the data center AI market heats up? This post was... 
by Nicholas Rossolillo | Apr 25, 2024 | Fabless Semiconductor Designers, Semiconductor Industry
Rosenblatt Securities analysts “double downgraded” Arista Networks (NYSE:ANET) in April 2024 from a buy with stock price target of $330, to a sell with price target of $210, on rising competition from Nvidia (NASDAQ:NVDA). In the wake of this, there have been some... 
by Nicholas Rossolillo | Nov 14, 2023 | Cybersecurity
Fortinet (FTNT) stock tanked AGAIN on a miss in billings last quarter, and a less than rosy outlook through the first half of 2024 didn’t. Does that mean Chip Stock Investor is done with Fortinet stock, one of our top cybersecurity positions? Not necessarily.... 
by Nicholas Rossolillo | Nov 14, 2023 | Consumer Electronics, Fabless Semiconductor Designers
A new competition is unfolding in the laptop arena. Apple (AAPL) unveiled its latest chip, the M3. Qualcomm (QCOM) is readying its Snapdragon X Elite, a rival to the dominant X86 processors, in mid-2024. Before delving into the latest advancements, let’s take a...